> Tesla has a path to economies of scale: they already announced that if Dojo works as expected they'll make it available to others as an AWS-style service.

"If we manage to put together a working processor, supporting hardware, OS, and possibly ad-hoc programming language, our next step is to also develop a bunch of web services to provide cloud hosting services."

Not very credible. As if the key to offer competing cloud hosting services is developing the whole hardware and software stack.